Holdings
| AABAUSD ALTABA INC | $6.00B | 37.2% | 85,923,952 | — | — | Held |
| CHTR CHARTER COMMUNICATIONS INC-A | $3.34B | 20.7% | 9,927,834 | −1,813,383 | −15.4% | Reduced |
| CMCSA COMCAST CORP-CLASS A | $2.84B | 17.6% | 70,860,571 | −21,081,594 | −22.9% | Reduced |
| GOOG ALPHABET INC-CL C | $2.01B | 12.4% | 1,918,527 | +1,431,050 | +293.6% | Added |
| MSFT MICROSOFT CORP | $689.9M | 4.3% | 8,065,349 | +8,065,349 | — | New |
| GOOGL ALPHABET INC-CL A | $406.2M | 2.5% | 385,600 | +385,600 | — | New |
| TWENTY FIRST CENTY FOX INC | $256.1M | 1.6% | 7,415,330 | +7,415,330 | — | New |
| MCO MOODY'S CORP | $245.1M | 1.5% | 1,660,123 | — | — | Held |
| UNP UNION PACIFIC CORP | $86.2M | 0.5% | 642,700 | +64,200 | +11.1% | Added |
| NSC NORFOLK SOUTHERN CORP | $86.0M | 0.5% | 593,500 | +85,000 | +16.7% | Added |
| SPGI S&P GLOBAL INC | $70.6M | 0.4% | 416,619 | — | — | Held |
| TWENTY FIRST CENTY FOX INC | $39.6M | 0.2% | 1,160,100 | +1,160,100 | — | New |
| OSG OCTAVE SPECIALTY GROUP INC | $31.7M | 0.2% | 1,985,785 | — | — | Held |
| TWXUSD TIME WARNER INC | $28.9M | 0.2% | 316,500 | +112,000 | +54.8% | Added |
| EFX EQUIFAX INC | $5.9M | 0.0% | 50,000 | — | — | Held |
Holdings reflect long positions disclosed in 13F filings only and exclude short positions, cash, and other non-13F assets. Holdings data sourced from SEC EDGAR. Not investment advice. Full disclaimer.